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Manager's
Fact Sheet
Fund Profile
Kagiso Equity Alpha Fund  |  South African–Equity–General
10.6663    -0.0681    (-0.634%)
NAV price (ZAR) Tue 20 Apr 2021 (change prev day)
Performance Charts
     Fund        Benchmark
Performance Overview
  R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 13.30% 1133.00 1015.33
6 Months* 33.20% 1332.00 1020.51
1 Year 64.96% 1649.60 1031.04
3 Years 15.48% 1539.90 1040.98
5 Years 11.11% 1693.50 1044.77
10 Years 10.95% 2827.70 1051.28
  R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 11.86% 324.34 303.07
6 Months* 27.89% 705.54 608.53
1 Year 52.33% 1601.00 1228.53
3 Years 21.03% 5045.69 3820.34
5 Years 14.40% 8818.72 6661.68
10 Years 10.88% 21745.29 15316.40
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
 Kagiso Equity Alpha Fund - A Class
  Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
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